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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
826
TFC Financial Management
Massachusetts
$2.34K +$254 +1 +13%
S
827
Sachetta
Massachusetts
$2.33K – – –
TWD
828
True Wealth Design
Ohio
$2.33K +$509 +2 +29%
NWM
829
Nova Wealth Management
Florida
$2.28K +$2.29K +9 New
FUBT
830
First United Bank & Trust
Maryland
$2.08K – – –
KG
831
Kilter Group
New York
$2.08K +$2.04K +8 New
CMP
832
Coston McIsaac & Partners
Maine
$2K – – –
PWMG
833
Prestige Wealth Management Group
New Jersey
$1.82K – – –
DWM
834
Dogwood Wealth Management
Kansas
$1.58K -$763 -3 -33%
HWP
835
Highline Wealth Partners
California
$1.56K -$509 -2 -25%
SIC
836
SJS Investment Consulting
Ohio
$1.56K -$1.27K -5 -45%
AP
837
Aspect Partners
Virginia
$1.56K – – –
BHWM
838
Bay Harbor Wealth Management
Maryland
$1.56K +$763 +3 +100%
PWA
839
Principia Wealth Advisory
Texas
$1.56K +$763 +3 +100%
VWWMG
840
Vermillion & White Wealth Management Group
Pennsylvania
$1.3K +$12.2K +48 +960%
WA
841
Whipplewood Advisors
Colorado
$1.3K -$2.8K -11 -69%
CAC
842
Core Alternative Capital
Georgia
$1.3K – – –
TIM
843
Tortoise Investment Management
New York
$1.3K +$1.27K +5 New
RAM
844
Riggs Asset Management
Pennsylvania
$1.04K – – –
RWM
845
Rialto Wealth Management
New York
$1.04K +$1.02K +4 New
PWM
846
Parkworth Wealth Management
California
$1.04K +$509 +2 +100%
CAL
847
Capital Analysts LLC
Pennsylvania
$1K -$763 -3 -43%
VWA
848
Valued Wealth Advisors
Utah
$779 – – –
QWM
849
Quaker Wealth Management
New Jersey
$779 +$763 +3 New
LCM
850
Logan Capital Management
Pennsylvania
$778 – – –
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